-19.7%
PLTU vs MDY
+17.9%
-37.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.1% | -9.1% | -9.3% |
| 7D | -13.6% | +0.1% | -13.7% | -13.7% |
| 30D | +16.7% | -1.5% | +18.2% | +20.6% |
| 3M | +29.6% | +0.8% | +28.8% | +29.7% |
| 6M | -0.1% | +7.4% | -7.5% | -12.8% |
| YTD | -31.5% | +15.2% | -46.7% | -49.3% |
| 1Y | -19.7% | +16.5% | -36.3% | -41.6% |
| All | -19.7% | +17.9% | -37.7% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling